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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,552 | $160,028-77.2% | $147,080-75.1% | $145,884-74.9% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 12.55% | 98.60%-86.1pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,308 | $5,286-75.3% | $4,933-73.5% | $4,662-72.0% |
| Participant deferral / active EE | $2,977 | $8,422-64.7% | $8,066-63.1% | $6,690-55.5% |
| Admin fee / account holder | $1,032 | $15,030-93.1% | $12,989-92.1% | $13,392-92.3% |